See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,952 | $65,409+28.3% | $98,442-14.7% | $85,850-2.2% |
| Participation rate | 74.3% | 65.0%+9.3pp | 73.3%+0.9pp | 69.3%+5.0pp |
| Annual return | 18.23% | 21.76%-3.5pp | 1492.73%-1474.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,860 | $2,168-14.2% | $2,960-37.2% | $2,565-27.5% |
| Participant deferral / active EE | $8,571 | $3,166+170.7% | $4,276+100.4% | $3,952+116.9% |
| Admin fee / account holder | $11,301 | $4,593+146.1% | $5,949+89.9% | $6,260+80.5% |